High Net Worth Senior Tax Manager

Job Summary:A Senior Tax Manager works closely with partners, staff, and clients, and is responsible for planning, managing, reviewing, and completing client engagements. FD seeks a motivated individual to become an integral part of the firm and serve as a leader in the office.Our professionals aim to help clients minimize their tax liability while complying with changing tax laws. We offer consulting and compliance tax services, including stock option planning and international tax advice, along with guidance on investments, mergers, and reorganizations.Duties/Responsibilities:Manage and review complex tax returns for individuals, businesses, and trusts.Stay updated on tax law changes and advise clients accordingly.Lead tax engagements from planning to delivery, including budgeting and monitoring fees.Develop strong client relationships through exceptional service.Collaborate with team members to integrate practice development and client service.Lead client meetings and present tax concepts clearly.Monitor engagement profitability through budget and expectation management.Participate in business development activities to attract new clients.Education and Experience:Bachelor’s and/or Master’s degree in Accounting.Active CPA license.8+ years of experience in high-net-worth tax planning, compliance, and consulting.Deep understanding of estate, gift, and trust tax laws.Expertise in IRC Sections 671-679 and estate tax principles.Experience with family office services and private foundations.Proven ability to oversee complex client engagements and develop tax strategies.Proficiency in tax software and Microsoft Office Suite.Experience supervising and training staff.- hybrid work model.Additional Details:Seniority level: Mid-Senior levelEmployment type: Full-timeJob function: Finance, Consulting, Accounting/AuditingIndustries: Technology, Information, Internet #J-18808-Ljbffr

Created: 2025-09-17